Analyst
TD Cowen
Equibles does not estimate personal net worth.
Robert Moscow is recorded as Analyst at TD Cowen. Robert Moscow has spoken on 22 earnings calls across 13 companies, most recently for Lamb Weston Holdings, Inc. on October 6, 2026. Those appearances were for Vital Farms, Inc. (VITL), Lamb Weston Holdings, Inc. (LW), J M SMUCKER Co (SJM), Freshpet, Inc. (FRPT), Clorox Co (CLX) and 8 other companies. The companies whose calls Robert Moscow spoke on are classified in the Consumer Defensive sector.
“So maybe just to Jim, I noticed that the free cash flow guidance is unchanged, even though, you know, everything else is up a little bit. Any real reason for that?”
“I think you have volume mix for dog snacks flat, but milk bone volume mix was positive. Can you tell me a little bit more about, like, how you're trying to manage that overall dog snacks business, which has been kind of kind of challenged?”
“You said that, you know, it's taking some time to get the price gaps back to, you know, to where you think they should be with retailers. And I was wondering, what's more difficult?”
“Please go ahead Hi, thanks for the question I Guess my first question is about the commentary on household penetration slowing. Your chart shows that it still grew 5%.”
“Luke, was there any quantification of what those inefficiencies were in fiscal 26 to maintain customer service? Is it material enough to provide a benefit in comparison in 27?”
TD Cowen
Analyst
Transcript header (unverified)
VITL
Farm Products · Consumer Defensive
Packaged Foods · Consumer Defensive
SJM
Packaged Foods · Consumer Defensive
FRPT
Packaged Foods · Consumer Defensive
CLX
Household & Personal Products · Consumer Defensive
Household & Personal Products · Consumer Defensive
Packaged Foods · Consumer Defensive
Beverages - Brewers · Consumer Defensive
Beverages - Non-Alcoholic · Consumer Defensive
CPB
Packaged Foods · Consumer Defensive
Household & Personal Products · Consumer Defensive
SMPL
Packaged Foods · Consumer Defensive
